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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,242 | $70,684+17.8% | $169,390-50.9% | $75,173+10.7% |
| Participation rate | 79.3% | 64.8%+14.5pp | 77.2%+2.1pp | 67.2%+12.1pp |
| Annual return | 11.88% | 36.38%-24.5pp | 406.07%-394.2pp | 160.72%-148.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,102 | $4,310+134.4% | $6,222+62.3% | $4,126+144.8% |
| Admin fee / account holder | $5,767 | $5,404+6.7% | $9,015-36.0% | $5,651+2.1% |